Growth-Oriented Financial Adviser

Old Mutual South Africa; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to carry out standard customer service activities and handle simple inquiries in Durban. The role involves assessing customer needs, conducting interviews to clarify requirements, and developing relationships with potential customers.

You will also handle routine compliance procedures and support business development through outreach. Responsibilities include CRM data maintenance, qualifying prospects, and converting

Qualifications

• Experience in consultative selling and handling customer inquiries.
• Ability to assess customer needs and develop relationship with prospects.
• Knowledge of CRM data management and basic sales processes.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop relationships with potential customers and provide first contact for queries and complaints.
• Follow procedures to ensure quality and regulatory compliance.
• Identify potential customers through referrals and outreach.
• Input data into spreadsheets or standard formats for CRM and reporting.

Skills

Consultative Selling

Customer Service

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Education

NQF Level 5

Job description

Old Mutual South Africa is seeking a customer-focused professional to carry out standard customer service activities and handle simple inquiries in Durban. The role involves assessing customer needs, conducting interviews to clarify requirements, and developing relationships with potential customers.

You will also handle routine compliance procedures and support business development through outreach. Responsibilities include CRM data maintenance, qualifying prospects, and converting